540 Client Services jobs in Peoria

Description Home Search Jobs Job Description Client Services RepresentativeContract: Tempe, Arizona, USSalary Range: 25.00 - 29.00 | Per HourJob Code: 363089End Date: 2025-07-19 Days Left: 28 days, 3 hours leftApplyClient: Biotechnology companyTitle: Client Services RepresentativeLocation: Tempe, AZ (100% On-Site)Duration: 15 months | Temp-to-perm potential based on performance and business needs (not guaranteed)Schedule: Monday to Friday, 8:00 AM - 5:00 PMInterview Process: 2 rounds (Teams and On-Site)Required Experience: SAP (order entry and materials management) Supply chain Preferred Experience: Semiconductor industry Salesforce experience would be a plus Job Description: The Client Services Representative will ensure high customer satisfaction by taking care of fast and reliable customer order/customer request handling throughout the entire order to cash process. Responsibilities: Provide superlative order entry, customer account maintenance, price and availability checks, and management of all aspects of customer orders from receipt through payment Provide customers with order status, requested documents, shipping dates, and tracking-both proactively and upon request Work with the commercial team to provide quotations for sales inquiries for both potential and existing customers Entry and management of Quality and Service Complaints, including proper assignment for investigation and follow-up for resolution Entry and coordination of material returns (complaint-related or customer-owned refill/repair) Engage with internal stakeholders (Material Planners, Transportation, Manufacturing, Commercial, Marketing, Quality, Billing, and Finance) to support customer requests Ensure high delivery service levels to external and internal customers by proactively monitoring open orders and communicating delays Follow up with internal stakeholders as needed to meet customer requirements Maintain a high level of responsiveness to meet department KPI targetsSupport creation and maintenance of standard operating procedures (SOPs) for customer services Participate in projects to improve Order to Cash processes and overall customer service effectiveness Contribute to team efficiency and provide support to peers when needed Who You Are:Minimum Qualifications: High School Diploma 3+ years of Customer Service Experience Preferred Qualifications: Bachelor's Degree Supply Chain Experience Export Experience Strong Leadership and Analytical Skills Strong customer-orientation and diplomatic approach Excellent interpersonal, written, and verbal communication skills Proactive problem-solving and crisis management skills Ability to multitask and manage priorities in a fast-paced environment Highly motivated, organized, with great attention to detail Able to adapt in a dynamic and agile environment while maintaining professionalismCultural sensitivity Proficient in MS Word, Excel, Outlook, and Teams Ability to efficiently build relationships and internal networks Experience with customer service software (e.g., SAP, ERP, SFDC) Understanding of the sales order process Job Requirement order entry SAP materials management Supply chain Semiconductor industry Salesforce customer order customer request Reach Out to a Recruiter Recruiter Email PhoneGujari Sai Milan Apply Now

St. Mary's Food Bank is seeking a Client Services Associate for our busy distribution center. This position requires flexibility, excellent verbal and written communication skills, project coordination experience, and the ability to prioritize and work well with all levels of management and staff. The Client Services Associate will assist in all operational aspects associated with the direct client distribution program, EFB/CSFP distributions, training staff/ volunteers, quality assurance of distributed food, and the safety and security of the lobby and parking lot.Hours for this position is M-F, 6:30am-3pm. This position requires 4-5 hours of standing on feet outside, under tents.Position Responsibilities: Assists in overseeing the daily operations of the drive thru distribution to ensure a smooth and efficient flow. Provide excellent customer service and assist with problem solving when dealing with internal and external customers. Ensure the proper amount of trained volunteers/staff is available and properly placed to provide excellent client service. Oversees the production process and volunteers at all times, ensuring that assigned tasks are completed correctly and that a meaningful work experience is had by volunteers. Maintain first-hand knowledge of the TEFAP and CSFP product and distribution. Responsible for the client services desk and the distribution pick-up desk to ensure proper screening and service to clients. Works with Agency Services, Inventory, and Operations to report accurate information that include the following: site participation counts and ending inventory. Work with Operations to prepare daily summaries of all programs and client services activities. Perform daily inventory and par level counts on distributed and received product Assists in training for on boarding of staff/volunteers in reference to direct client services, database usage, and other aspects associated with operating a direct client distribution facility Assist in maintaining all Feeding America, AIB, Maricopa County Health Department, and St. Mary's Food Bank Alliance safety, sanitation, and operational standards Ensure quality assurance of food being distributed to clients. Must be able to lift 60lbs. Other duties assigned at the end of shift, including cleaning and loading the food carts for the next day's distribution.Qualifications: High School diploma Has successfully demonstrated experience in the customer service field and warehouse operations environment. Have knowledge of MS Office software, planning and organizing, basic math, and ability to independently and effectively work with minimal supervision.What we offer: Competitive Compensation Package: Competitive Pay Starting at $21/hr.: 401(k) Retirement Savings Plan with a generous employer match Employee Referral Bonus Program Tuition Assistance Comprehensive Benefits: Medical and Insurance Coverage An employee-only medical plan at no cost to you 4 low-cost employee-only, spouse and/or family member medical plans Vision and Dental coverage Health Savings Account generously funded by the employer and Flexible Spending Account options Short- and Long-Term Disability, Life and Accidental Death & Accident Insurance at no cost to you. Employee Assistance and Wellness Programs Optional Pet Insurance and Legal Shield Identity Theft offering Time Off 15 PTO days, accrued bi-weekly, that increases with length of service 40 hours of Personal/Sick time 8 Company Paid Holidays This is your chance to join a cohesive and welcoming team and make a difference in our Arizona communities. Join our Mission to alleviate hunger.Qualified candidates are invited to submit their resume and salary requirements to: Mary's Food Bank is an equal opportunity employer. We evaluate qualified applicants without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, gender identity or other protected status under all applicable laws, regulations, and ordinances.

• Act as a liaison between the registered representatives and their clients.
• Answer phones, schedule appointments, and prepare materials for client meetings.
• Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients.
• Prepare and complete client paperwork and follow up tasks to support registered representative.
• Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met.
• Organize client events and follow up tasks.
• Maintain client records and retention management within corporate requirements.
• Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client's Quarterly/Annual Reviews).
• Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients' expectations for timely service delivery are met.
• Educate clients on account services, capabilities, and new technology.
• Complete required corporate training on new technologies and follow implementation guidelines.
• Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner.
• Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes.

• High School Diploma or GED
• Experience in an administrative or customer service role
• Strong time management skills
• Excellent written and verbal communication skills
• Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs

• Previous experience in assisting Registered Representatives/Financial Advisors
• Financial services and/or banking background
• Bachelor's degree in Finance, Business, Marketing, or Communications
• Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment
• Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors
• Self-starter, productive, works well with a team and independently
• Professional and positive attitude, friendly demeanor both in-person and by telephone
• Trustworthy; uses discretion with confidential information
• Listens well to instruction and consistently retains details

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Insight Global is currently partnering with an investment advisory firm with an office in Phoenix, AZ who is seeking a Client Services Associate to join their team. This Associate will support multiple Financial Advisors to support their clients and overall provide a great experience throughout their partnership with our client. The salary for this position is $60K-70K with additional compensation incentives.

Core Functions:

Provide daily support to Advisors and their client base (wire requests, new account openings, personal information changes, etc.)
Handle all inbound and outbound non-investment-related client requests
Initiate proactive client outreach to build strong relationships
Own new client onboarding workflow in Salesforce and Black Diamond
Maintain proper record keeping of client data in Salesforce
Manage all appointment scheduling for prospects and clients
Support Advisors in the prospect follow up process
Participate in Operations special projects, as needed

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to com.

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: .

Qualifications & Skills:

Bachelors degree from an accredited university
3+ years of experience in a client facing role within the Financial Services industry, preferably with a Registered Investment Advisor
Experience working in a CRM like Salesforce
Experience working with custodians, Charles Schwab and/or Fidelity, preferred
Experience with Black Diamond, preferred

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for providing resolution of multi-product fraud related client requests by answering calls, chats, or emails in an inbound contact center. Key responsibilities include working in an environment that requires accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing account maintenance, and looking for opportunities to deepen relationships through digital solutions.

• Identifies client needs and recommends solutions when fraud has been identified
• Records data captured during client interactions accurately
• Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
• Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
• Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls

• Conflict Management
• Customer and Client Focus
• Decision Making
• Fraud Management
• Oral Communications
• Active Listening
• Attention to Detail
• Data Collection and Entry
• Issue Management
• Problem Solving
• Adaptability
• Collaboration
• Critical Thinking
• Influence

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 2nd shift (United States of America)

Hours Per Week: 40

• Provide prompt and complete responses to all requests from clients.
• Work closely with the management team and serve as the primary point of contact for clients.
• Develop and maintain strong relationships with existing clients which includes face to face meetings, email, correspondence and phone calls.
• Manage customer expectations with respect to all aspects of the work orders in-house.
• Assist Sales team to ensure the proper options are presented to clients regarding testing requirements and any other requests.
• Handle data management tasks related to the assigned department, including daily Level 0 data verification, regulatory monthly and annual reporting, and client-specific reporting tasks.
• Participate in project kick-off meetings as required, to discuss courier logistics, sampling requirements, reporting expectations and invoicing.
• Ensure prompt and accurate delivery of analytical results.
• Make recommendations for process improvements to the management team based on customer requests and feedback.
• Participate in team and individual training to learn job-specific functions, adapting within the role to remain current on all aspects of the department.

• Equivalent combination of experience and education.
• Previous experience in customer service or administrative roles, preferably in the environmental industry.
• Knowledge of air quality or environmental monitoring terminology, or willingness to learn.
• Minimum 1 year Customer Service experience in the environmental field preferred.
• Proficient computer skills (Outlook, Microsoft Office and Excel, Laboratory Information Management Systems (LIMS) and Reporting Systems).
• Excellent communication skills both verbal and written; confident telephone communications are essential.
• Excellent organization and time management skills.
• Effective problem solving skills along with a demonstrated attention to detail.

• Comprehensive health, dental, and vision care.
• Paid vacation and flexible sick time.
• Employee Assistance Program (EAP).
• Long-term disability and life insurance.
• Professional development opportunities.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every da Client Service, Representative, Financial, Solutions Advisor, Retail, Banking, Client